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JPMorgan Chase

5,034 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $640B → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.1B
Puts
$10.8B
Net Calls
Net Calls Change

Top Buyers

1 +$2.85B
2 +$2.71B
3 +$1.66B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$922M
5
Two Sigma Investments
Two Sigma Investments
New York
+$884M

Top Sellers

1 -$4.26B
2 -$2.99B
3 -$1.99B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.29B
5
BlackRock
BlackRock
New York
-$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
EPM
3426
Elm Partners Management
Pennsylvania
$1.17M
CWM
3427
Challenger Wealth Management
California
$1.17M
PA
3428
Planning Alternatives
Michigan
$1.17M
FC
3429
FCA Corp
Texas
$1.17M
KFS
3430
Krane Financial Solutions
California
$1.17M
CPM
3431
Connective Portfolio Management
New York
$1.17M
RWA
3432
Rooted Wealth Advisors
Illinois
$1.17M
FSWA
3433
Financial Synergies Wealth Advisors
Texas
$1.17M
CFP
3434
Cascade Financial Partners
California
$1.17M
IAAG
3435
Innovative Asset Advisors Group
Connecticut
$1.17M
TFGT
3436
TS Financial Group (TSFG)
Illinois
$1.17M
HBFP
3437
Henderson Brothers Financial Partners
Pennsylvania
$1.17M
AIIMS
3438
Analyst IMS Investment Management Services
Israel
$1.17M
IFA
3439
Independence Financial Advisors
New Hampshire
$1.17M
TA
3440
TrueWealth Advisors
Alabama
$1.17M
NIA
3441
NBZ Investment Advisors
Tennessee
$1.17M
CIM
3442
Caldwell Investment Management
Ontario, Canada
$1.16M
JDLA
3443
J. Derek Lewis & Associates
California
$1.16M
PA
3444
Probity Advisors
Texas
$1.16M
SI
3445
Stonekeep Investments
New Mexico
$1.16M
TAR
3446
Trask Adam Roland
$1.16M
NFSG
3447
Newbridge Financial Services Group
Florida
$1.16M
WIM
3448
Warwick Investment Management
Texas
$1.16M
PSCM
3449
Per Stirling Capital Management
Texas
$1.16M
CWA
3450
Consilio Wealth Advisors
Washington
$1.16M